Mutual Funds, ETFs & UITs

Stock Funds
A wide array of stock funds are available from all categories. These come in multiple varieties and share classes to meet your individual needs.

Bond Funds
Many different types of bond funds are available, ranging from U.S. Government to Emerging Market Debt.

Specialty Funds
Unlike strictly stock or bond funds, which can have a singular investment focus, Wedbush also offers access to a multitude of unique and varied mutual funds--some even focused on a specific industry.

Closed-End Funds
Wedbush clients are able to purchase closed-end funds from any category or sector they wish, and can typically trade them like common stocks.

529 Plans
Saving for a college education has become much more attractive to Americans since the creation of this tax-advantaged investment vehicle over a decade ago. Each state sponsors the 529 Plans, primarily through the use of mutual funds. Any of these plans are available to Wedbush clients.

Exchange Traded Funds (ETFs)
Wedbush provides access to virtually all exchange traded funds. These funds offer the trading of a diversified "basket" of stocks, which reflects the performance of a market index, industry, sector, style or region - all in one security.